TRISTAN JORDAN
Financial Adviser · Dingley Village, VIC
📚 Qualifications & Training
2010 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Kaplan Professional
2011 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Monash University
2013 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2022 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2024 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.